MIM

Miller Investment Management Portfolio holdings

AUM $952M
1-Year Est. Return 12.6%
This Quarter Est. Return
1 Year Est. Return
+12.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.22M
3
+$1.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$522K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$338K

Top Sells

1
+$269K
2
+$254K
3
+$165K
4
CNC icon
Centene
CNC
+$39.2K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$24.5K

Sector Composition

1 Financials 10.56%
2 Consumer Discretionary 5.73%
3 Communication Services 5.24%
4 Industrials 3.22%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.21%
9,503
-141
52
$1.61M 0.21%
10,220
53
$1.48M 0.19%
25,503
54
$1.45M 0.19%
6,056
+5,067
55
$1.45M 0.19%
5,098
56
$1.32M 0.17%
10,543
57
$1.32M 0.17%
14,315
58
$1.31M 0.17%
3,404
59
$1.26M 0.16%
5,087
60
$1.22M 0.16%
+2,529
61
$1.16M 0.15%
6,542
62
$1.09M 0.14%
3,779
63
$1.06M 0.14%
6,500
64
$1.04M 0.13%
3,885
65
$1.03M 0.13%
21,690
66
$1.02M 0.13%
6,570
67
$1.01M 0.13%
20,187
68
$1.01M 0.13%
11,350
69
$972K 0.12%
1,250
70
$967K 0.12%
9,534
71
$925K 0.12%
2,084
72
$810K 0.1%
4,631
73
$797K 0.1%
2,826
74
$797K 0.1%
8,679
75
$740K 0.09%
3,045
1 2
3
4 5